Hi All,
In CRM 2013, we have Sales pipeline funnel chart on dashboard.
The legends shown on this funnel use a field called Pipeline Phase. This field mirrors the Sales Category. That is, it whatever stage is selected on opportunity process flow,
the same is auto updated in Pipeline Phase field with a number prefix. For eg, 1-New Opportunity, 2-Qualify, etc.
This auto update (mirroring) is done by CRM through a background process, and over which we have no control I think. Now my problem is we have another language translations
for Stage Category values, and we need the same ones to be shown on chart legends. However, because legends use Pipeline Phase field which is auto updated by CRM, the translations of Stage Category are not considered. So even a non-english user would see legends
in english.
It is quite likely that when this auto-update is done, CRM only considers the English translation of the Stage category and ignores the other translation. So the
Pipeline Phase field is updated only with the English translation and the legends (which is nothing but Pipeline Phase) also show up in English.
I would like to believe that this is as an bug left open by Microsoft. If they are auto updating Pipeline Phase field and use it in funnels, shouldn't they somehow update the
Pipeline Phase field with translation considered?
Has anybody else come across this? Or am I missing something?
Regards,
Yogesh